RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
MA Private Wealth, LLC
RIASan Carlos, CA
AUM $686MTEAM 7REPS 5
SER Capital Partners Management, LP
RIARedwood City, CA
AUM $686MTEAM 11REPS 3
Thayer Partners LLC
RIAAUM $686MTEAM 11REPS 8
Topspin Management Company Lbo LLC
RIAMamaroneck, NY
AUM $686MTEAM 10REPS 3
Indie Asset Partners, LLC
RIACarmel, IN
AUM $685MTEAM 9REPS 4
Precedent Wealth Partners, LLC
RIAHouston, TX
AUM $685MTEAM 12REPS 18
Sandy Cove Advisors, LLC
RIAHingham, MA
AUM $685MTEAM 8REPS 4
Cederberg Capital Limited
RIALondon
AUM $685MTEAM 6REPS 4
Cederberg Capital Asia Limited
RIATsim Sha Tsui Kowloon
AUM $685MTEAM 5REPS 3
Providence Wealth Advisors, LLC
RIAFrankfort, IL
AUM $684MTEAM 11REPS 6
Integra Global Advisors LLC
RIAStamford, CT
AUM $684MTEAM 11REPS 8
Northern Financial Advisors, Inc
RIABloomfield Hills, MI
AUM $684MTEAM 12REPS 7
Marietta Investment Partners, LLC
RIAMilwaukee, WI
AUM $684MTEAM 8REPS 7
High Note Wealth, LLC
RIAWayzata, MN
AUM $683MTEAM 8REPS 4
Argent Retirement Plan Advisors, LLC
RIANew Orleans, LA
AUM $683MTEAM 7REPS 6
Phocas Financial Corporation
RIAAlameda, CA
AUM $683MTEAM 10REPS 6
Evans Capital Management Associates
RIABellevue, WA
AUM $683MTEAM 3REPS 5
Compass Wealth Management LLC
RIAGuilford, CT
AUM $683MTEAM 5REPS 6
RC Capital
RIACincinnati, OH
AUM $682MTEAM 18REPS 6
Ventira Private Wealth Management Ltd.
RIAZurich
AUM $682MTEAM 4REPS 5
Global Frontier Investments, LLC
RIACharleston, SC
AUM $682MTEAM 2REPS 2
Broad Run Investment Management, LLC
RIAArlington, VA
AUM $682MTEAM 6REPS 5
Sandbox Financial Partners, LLC
RIABethesda, MD
AUM $682MTEAM 11REPS 2
Dash Investments
RIAWoodland Hills, CA
AUM $682MTEAM 9REPS 6
Other AUM ranges
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